|
1
|
Wells Fargo
San Francisco,
California
|
$40.8M
|
-$4.49M
|
-193,065
|
-10%
|
|
|
2
|
Advisors Management Group
La Crosse,
Wisconsin
|
$34.5M
|
+$22.3M
|
+956,019
|
+183%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$30.8M
|
+$981K
|
+42,124
|
+3%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$28.2M
|
+$3.51M
|
+150,732
|
+14%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.1M
|
–
|
–
|
–
|
|
|
6
|
|
$17.3M
|
+$2.54M
|
+108,901
|
+17%
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14M
|
+$1.84M
|
+79,109
|
+15%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
-$35.7K
|
-1,534
|
-0.3%
|
|
|
9
|
Mirador Capital Partners
Pleasanton,
California
|
$12.2M
|
+$4.11M
|
+176,391
|
+51%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.2M
|
+$2.43M
|
+104,398
|
+28%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$1.35M
|
+57,956
|
+14%
|
|
|
12
|
IMA Advisory Services
Denver,
Colorado
|
$10.8M
|
+$1.52M
|
+65,153
|
+16%
|
|
|
13
|
Atwood & Palmer
Kansas City,
Missouri
|
$10.6M
|
+$1.59M
|
+68,363
|
+18%
|
|
|
14
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$10.3M
|
+$10.1M
|
+433,935
|
+5,951%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$9.62M
|
-$150K
|
-6,463
|
-2%
|
|
|
16
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$9.04M
|
+$1.95M
|
+83,674
|
+28%
|
|
|
17
|
Ironwood Financial
Tucson,
Arizona
|
$8.55M
|
+$1.5M
|
+64,533
|
+21%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$8.45M
|
+$689K
|
+29,603
|
+9%
|
|
|
19
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$8.03M
|
+$512K
|
+22,009
|
+7%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$7.45M
|
+$1.51M
|
+64,694
|
+25%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.45M
|
+$341K
|
+14,629
|
+5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.02M
|
-$317K
|
-13,603
|
-4%
|
|
|
23
|
Advisory Alpha
Holland,
Michigan
|
$6.94M
|
+$6.92M
|
+297,109
|
New
|
|
|
24
|
SFE Investment Counsel
Los Angeles,
California
|
$6.84M
|
+$198K
|
+8,503
|
+3%
|
|
|
25
|
AJ Wealth Strategies
New York
|
$5.9M
|
+$5.88M
|
+252,735
|
New
|
|
